About this episode
Yesterday
Talk Your Book: How to Fix the Plumbing of the Financial System
30m 47s
Jan 21
Small Caps Are Back (EP. 448)
1h 4m
Jan 19
Talk Your Book: Structured Notes in an ETF
29m 5s
Jun 2025
Why Defensive Stocks Have Disappeared
On this special episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Matt Cerminaro and Todd Sohn for the ultimate CHART ON session! They discuss: the Fed, market sentiment, the future of Apple, and much more! This episode ... Show More
58m 47s
Jun 2022
The Growing Opportunity in UK & European Residential Real Estate
Ben Pile, Head of European Residential Investing & Asset Management discusses the factors driving increased investor interest in UK and European residential real estate—from diversification and income generation to potential inflation protection.
Episode Segments:
02:35 - Sizing ... Show More
24m 4s
Sep 2025
Why Investors Earn Less Than Their Funds, and the Small-Cap Surge
When evaluating a fund, one of the first sets of numbers you'll likely look up is its past returns. But those are not the returns that owners of that fund actually earned. Robert Brokamp speaks with Morningstar’s Jeff Ptak about which investor behaviors and types of funds are mor ... Show More
23m 21s
Dec 2024
Diversifying our portfolio diversifiers
<p>We believe economies are undergoing a transformation that could keep shifting the long-term economic trend. Vivek Paul, Global Head of Portfolio Research at the BlackRock Investment Institute, discusses why transformation calls for adding new portfolio diversifiers like bitcoi ... Show More
3m 43s
Mar 2025
Could Value Stocks Make a Comeback?
<p>As markets grapple with changing macroeconomic dynamics, elevated valuations for growth stocks, and increased volatility, the spotlight could be turning toward value equities. Could this be the moment for US large-cap value investing to shine? How should investors think about ... Show More
20m 32s
Feb 2024
This Aggression Will Not Stand, Dan
Dan Nathan and Guy Adami are shaking off the Super Bowl hangover and bringing you another episode of ‘On The Tape’. On today’s pod, the guys discuss when to pivot your market view, small caps lagging, concentration in a handful of mega-cap tech stocks, the market discounting bad ... Show More
32m 35s
Jul 2024
Market’s Musical Chairs & A Conversation with Jonathan Litt
Dan Nathan and Guy Adami discuss with the significant news of President Biden dropping out of the race, leading to conversations about the implications for the market and potential changes in political leadership. The episode also covers recent earnings reports, particularly focu ... Show More
1h 1m
Sep 2025
Interview with Dan Ariely: Investing in the Irrational
Dan Ariely, a Professor of Behavioral Economics at Duke University, is the bestselling author of Misbelief, Dollars and Sense, and Predictably Irrational. Motley Fool contributor Rich Lumelleau talks with Ariely about the rational and irrational: Inspiration for studying human be ... Show More
20m 21s
Oct 5
Interview with Barry Ritholtz: How Not To Invest
What are the biggest mistakes investors make? Motley Fool Chief Investment Officer Andy Cross and analyst Jason Moser talk with Barry Ritholtz, author of How Not to Invest: The ideas, numbers, and behaviors that destroy wealth―and how to avoid them. Winning the game Passive vs. a ... Show More
23m 53s
Sep 2024
Even Every Winner Hits A Losing Streak
Guy Adami, Dan Nathan and Danny Moses are focusing on recent weak data from China and the U.S., the Federal Reserve's potential interest rate decisions, and the state of the job market. They also examine the impact of AI on tech stocks such as NVIDIA, Microsoft's integration of A ... Show More
46m 27s
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Dave Braun, Managing Director and Generalist Portfolio Manager at PIMCO to discuss why rates have been moving higher, if the Fed will get us a soft landing, why mortgage bonds look attractive right now, the resiliency of the US consumer, and much more!
Find comp ... Show More
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Ryan Lovell from Chainlink to discuss: how ... Show More
On episode 448 of Animal Spirits, Michael Batnick and Ben Carlson discuss geopolitical risk in the markets, rising bond yields, why small caps are breaking out, running the economy hot, househ ... Show More
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Jeff Schwarte from Simplify ETFs to discuss: ba ... Show More
